See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $94,679 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,906 | $55,331-11.6% | $81,812-40.2% | $199,593-75.5% |
| Participation rate | 96.6% | 62.5%+34.1pp | 72.3%+24.3pp | 72.0%+24.7pp |
| Annual return | 16.26% | 19.59%-3.3pp | 773.79%-757.5pp | 34.25%-18.0pp |
| Employer contribution / active EE | $0 | $2,101-100.0% | $2,912-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $5,085 | $3,283+54.9% | $4,319+17.7% | $5,0870% |
| Admin fee / account holder | $19 | $346-94.6% | $7,386-99.7% | $269-93.1% |